Processing Inbound supplier invoices (bills) in Acume.
Addy S |
8 steps |
16 seconds
1
Navigate to the "Inbound Invoices" section and locate your supplier invoice in the "Received" category. This could be an e-invoice or a PDF invoice that you've received, the coding and approval in Acume is the same for both document types.
2
Click the invoice you'd like to open to view a side-by-side comparison of the PDF and invoice fields. Acume will automatically extract data from the PDF and populate the fields for you.
For specific error handling check our article.
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If the invoice is an eInvoice, Acume will display the extracted data in a standard invoice format.
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Choose the coding method that best fits your needs: "Line Level" or "Header Level".
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Additionally, you have the option to include any relevant notes in the "Notes" section. If approval is enabled, you may also be able to configure approval rules.
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Next to that, you'll find the "Logs" section where you can easily access the audit trail for that specific invoice. It provides a comprehensive record of all actions and changes made.
7
After you've completed the required actions, click the "Submit" button.
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You can find the invoice sorted into different tabs based on their status on the Inbound invoices screen.
Make sure you've got your approvers all set up in the Admin area so they'll show up on the approval list.
Check out our video to understand the different tabs on the Inbound invoice screen.